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Business Consulting
.....expansion, exit and solving impossible problems

Raising investment funds for expansion and/or exit of retiring shareholders
We specialise in helping businesses create strategies for growth and succession. This is a thorough process and depending on the stage of development of the business, it can take around three months to document a strategy suitable to present to professional investors. We then arrange introductions to a number of potential investors who may finance the proposed expansion and/or exit by existing shareholders.

 

Due diligence support
Before a company is successful in receiving investment funds, the investor will carry out due diligence. This is a detailed review of the business and its processes and takes many forms, such as legal due diligence, financial due diligence, commercial due diligence and so on. Dealing with the questions raised and providing the information required can take a number of weeks and we can help you through the process. It may be appropriate for us to carry out a review in advance of due diligence taking place, in order to prepare for the process. Where we have been engaged to prepare the business plan, we address the anticipated due diligence questions in advance, speeding the investment process.
 

Example - family company - parent retiring - shareholder exit
One of our clients recently sought our advice with regard to the senior member of the family retiring. We structured an arrangment where that person's shares were acquired for a substantial sum of money with an effective tax rate on the money they received of about 4% in this particular case. The purchase of shares changed the balance of holding between the other shareholders which they did not want but we resolved this and restructured the balance of shares in accordance with the wishes of all the remaining shareholders without incurring any tax cost. The overall strategy saved the company around 0.9m
 

Example - cross border group - solving a difficult problem
We were approached by a group of companies wishing to resolve a problem of a liability in a subsidiary in an EU country and the transfer of that liability to one of the UK group holding companies. We spent some time reviewing all of the accounts of the group copanies and other documentation before devising steps to resolve he problem. Once we were satisfied that we could put forward a solution to this complex problem, we then sought to agree a fee structure.
 

Our approach
We consult with many businesses in different industry sectors. Our experience may be valuable to your business and it is our policy to speak to people first and understand what is needed before deciding whether we can help. Only if we can offer assistance, do we then seek an engagement, with fees becoming chargeable.
 




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